New Technological Breakthrough Supercharges Lithium Profits

Jason Williams

Posted May 1, 2023

In 2022, humanity set a record…

We produced an estimated global total of 130,000 metric tons of lithium from mines around the world.

That’s a massive amount of battery metal, especially when you consider the annual production total in 2010, just over a decade ago, was a paltry 28,100 tons.

But massive as that amount is, it’s nowhere near enough lithium to meet the audacious goals being set left, right, and center by governments and companies around the globe.

Not Enough for Just a State, Let Alone an Entire Planet

Just here in the United States, not only has our federal government set ambitions targets for reducing carbon emissions and getting more electric vehicles on the roads, but individual states have set even stricter mandates.

Take California, a state with more cars on the road than many countries in other parts of the world…

It’s got ambitions to get its entire commuter transportation industry electrified by 2030. That’s less than seven years away.

But in order to electrify all the cars in California (estimated at 31.4 million vehicles), it would require more lithium than the entire world mines in a single year.

Think about that for a second… In order to meet the EV goals of just one state, we need more lithium than the whole world has ever been able to produce.

That doesn’t take into account all the other states that have pledged to cut their transportation emissions, or any of the other countries either.

You see, the average automobile EV battery has about 8 kg of lithium in it.

Multiply that by all the cars in California and you get 251.2 million kg.

Divide that by 1,000 and you’re looking at 251,200 metric tons.

That’s nearly two times the total global lithium output in the most productive year lithium miners have ever had.

So, basically, just to satisfy California’s EV goals, the lithium industry needs to double.

Then we’ve got the rest of the country. And then the rest of the world.

The numbers that start to add up when you combine the needs of all those nations and states are truly mind-boggling.

Something’s Got to Change

It really makes a person stop and wonder, “Is there even that much lithium on the planet?”

That’s what it made me wonder. So I started really digging into the lithium production industry.

And what I found out was shocking… Because, using current techniques and technology, there isn’t enough lithium to meet that massive demand!

You see, there are currently two ways to mine lithium: in solid form or in liquid form.

When it’s in solid form, it’s called spodumene, and the process for mining it is much like the process for mining precious metals like gold…

You dig up a whole bunch of dirt and rocks, run it through a machine, and hope a bunch of lithium comes out the other side.

lithium mine

Much of the lithium mined in places like Australia comes from operations like this.

But the vast majority of the world’s lithium reserves are found in liquid form in what’s known as brine.

And brine, as anyone who’s ever fried chicken knows, is simply salty water.

In this case, the salts making the water a brine are actually lithium salts (often mixed in with other dissolved mineral salts).

When you’re extracting lithium from this kind of deposit, currently, you have to dig a whole bunch of pools, fill them up with the brine, and let the sun do its work, evaporating away the water until you’re left with lithium.

Lithium pools

But this method is time-consuming (it can take months to set up the pools and years to evaporate off the water), expensive (the sun might be free, but those pools cost a lot of money to build), and inefficient (only 30% of the potential usable lithium is recovered using evaporation).

These pools can also be incredibly harmful to the environment, as they can overflow or leak and pollute the groundwater locals rely on with toxic chemicals (lithium is a toxin, after all).

And on top of all that, if the lithium is mixed with other dissolved minerals, it’s really difficult to separate. And if it can’t be separated, it can’t be used to make batteries.

That inconvenient fact has led countless producers to abandon perfectly good lithium mines because the brine was contaminated with minerals they just couldn’t get rid of.

Unfortunately, since around 70% of the world’s lithium is contained in brine, that’s how the majority of our lithium is produced.

And that method simply won’t be able to grow lithium output fast enough to keep up with the demand a global push to electrify transportation will create.

But thanks to a new breakthrough in lithium mining technology, that could all be about to change.

How Do You Find a Needle in a Haystack?

What’s the easiest way to find a needle in a haystack? Simple: You drag a magnet through it.

magnet in haystack

And what’s the easiest way to extract lithium from brine (and get it away from those contaminants you don’t want)? Easy: You drag a magnet through it, too.

It’s just a different kind of magnet. Instead of attracting steel, this "magnet" attracts lithium and nothing else.

So it’s able to get the lithium out of brine even if that brine has got tons of contaminants.

And because it’s designed to attract lithium and only lithium, it’s able to get far more usable lithium out of even the most contaminated brines.

We’re talking about extracting 90% of the lithium in the brine, compared with 30% using evaporation pools.

And we’re talking about lithium that’s 99% pure, a number that evaporation pools can’t even come close to offering.

So we’re talking about a way for lithium miners to increase their production, speed up their production, and reduce costs in their production.

And that all adds up to a massive increase in the production of lithium… from companies taking advantage of this new breakthrough.

But the thing is, legacy producers aren’t known for trying new things. They’re a little stodgy and want to see new tech succeed elsewhere before they invest in it and try it out themselves.

So investors like us need to look for the smaller, younger companies that are willing to take risks on new technology in order to grow as fast as possible and catch up to their larger peers.

And that’s exactly what I did the instant I found out about this breakthrough in lithium mining tech.

I started going through my Rolodex and calling all the lithium miners, geologists, and venture investors I know, looking for the absolute best opportunities for investors.

I pored over countless corporate documents and investor pitch decks as well, searching for the needle in that haystack.

Unlocking YOUR Future

And after months of tireless research, I’ve pinpointed two small publicly traded companies that are at the forefront of this new development in lithium mining technology.

One is sitting on lithium assets once thought worthless but potentially worth hundreds of billions, perhaps even trillions, of dollars after being unlocked by this breakthrough tech.

The other is sitting right smack dab in the middle of what I like to call billion-dollar buyout land.

Its neighbors are all either multibillion-dollar lithium operations or companies that got bought out by multibillion-dollar operations, scoring their investors hundreds of millions of dollars in profits!

Both are taking advantage of the advances in extraction technology. Both are implementing this “magnet” technique.

And both are poised to deliver investors massive gains as they unlock a potential $2.1 TRILLION worth of lithium profits!

I’ve met with the executives. I’ve inspected the financials. I’ve spoken to the venture investors. I've studied the operations.

I’ve spent months learning all about the breakthrough technology that’s going to lead these companies to the top of the industry.

And I’ve put all the information I gleaned into an easy-to-read report so that I can share this opportunity with you.

This is one of those “big picture” things that only comes along once or twice a generation, like the advent of EVs that sparked the first wave of lithium profits.

It’s a second chance to get in early on the revolution that’s already minted so many new millionaires and billionaires.

And it could be our last chance to get in before profits start adding up and stock prices become out of reach.

So take a little time out of your day right now and get the full scoop on this breakthrough technology and how it’s going to revolutionize the lithium industry and save the EV revolution.

Then I’ll give you all the details on the little-known companies pioneering this monumental shift so you can share in the profits all but guaranteed to come rolling in.

To your wealth,

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Jason Williams

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After graduating Cum Laude in finance and economics, Jason designed and analyzed complex projects for the U.S. Army. He made the jump to the private sector as an investment banking analyst at Morgan Stanley, where he eventually led his own team responsible for billions of dollars in daily trading. Jason left Wall Street to found his own investment office and now shares the strategies he used and the network he built with you. Jason is the founder of Main Street Ventures, a pre-IPO investment newsletter; the founder of Future Giants, a nano cap investing service; and authors The Wealth Advisory income stock newsletter. He is also the managing editor of Wealth Daily. To learn more about Jason, click here.

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